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About the role
Key responsibilities & impact- Client Engagement: Respond to inquiries from potential clients. Provide information about our services to achieve a sale.
- Lead Follow-Up: Proactively reach out to potential clients who completed online quotes to gauge their interest. Provide further assistance to achieve a sale.
- Communication: Communicate effectively via phone, email, and SMS with potential clients in French and English on a daily basis. Since we serve customers across Canada, bilingualism is essential.
- Performance Review: Monitor personal performance and meet daily/weekly/monthly targets.
- Documentation: Maintain accurate records of client interactions and add follow-up activities in our CRM system.
- Collaboration: Work closely with the sales team to achieve team objectives. Participate in developing strategies to boost client engagement & sales.
- Career Growth: Successfully write your broker exams (AMF and RIBO) after your first year with us.
Requirements
What you’ll need- You have at least 5 years of relevant experience in sales
- You're proactive and work hard to exceed your sales goals
- You have strong oral and written communication skills in French and English
- You're a quick learner with an interest in technology
Benefits
Comp & perks- Competitive compensation with monthly bonus
- Up to 5 weeks of vacation per year
- Top-tier health benefits (health, dental, vision, etc.) & life insurance
- 100% remote work or downtown Montreal office space
- Flexible start date (but the sooner the better!)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client engagementproactivecommunicationcollaborationperformance monitoringquick learner
Certifications
AMFRIBO